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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,405 |
WILLIAM VAUGHAN COMPANY3 years Filed as: WILLIAM VAUGHAN CO Service code 10 145 CHESTERFIELD LANE · MAUMEE, OH 43537 | Accounting | $6,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,523 | $69,383+62.2% | $101,264+11.1% | $73,493+53.1% |
| Participation rate | 75.3% | 68.4%+6.9pp | 75.8%-0.5pp | 70.7%+4.6pp |
| Annual return | 13.74% | 18.46%-4.7pp | 46.48%-32.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,218 | $2,628-53.6% | $3,660-66.7% | $2,270-46.3% |
| Participant deferral / active EE | $3,687 | $3,301+11.7% | $4,370-15.6% | $3,740-1.4% |
| Admin fee / account holder | $144 | $704-79.6% | $5,947-97.6% | $513-72.0% |